Organize hierarchically your business processes by adding child case types to your main, parent case type. Consequently, you define which additional actions users need to resolve before your main process is complete. For greater flexibility and efficiency, you can define conditions under which a child case type starts. When you use a case type rule form to create case hierarchy, you can select advanced options and perform additional configuration.

For example, you can supplement your parent case type Review a job candidate with a child case type Run a background check to provide more information about a candidate who applies for a position in your organization. To make the process more flexible, you can run a background check on some of the candidates, for example, when you want to hire a manager.

Save time and manage your case type resources efficiently by automatically calculating aggregated properties. You can calculate a property by sourcing values from other case types instead of asking users to provide values manually.

For example, in an Insurance claim case type, you can calculate the total insurance amount by adding the values for the insurance amount from Vehicle damage and Bodily injury child case types.

Provide advanced configurations for sets of actions in your business processes by adding stages on a case type rule form. As a result, you can configure multiple settings from a single screen. For example, you can define which optional processes you want to enable for the case type, or what attachments users need to provide in order for the case to enter a specific stage.

In a sample scenario with a Review insurance claims case type, you can add primary stages that represent collecting information, reviewing gathered data, and making a decision about rejecting or approving a claim. Primary stages represent an expected path of a business process. You can also add an alternate path to define actions that happen in a case when an exception occurs. In the Review insurance claims case type, for example, you can create an alternate stage that the case enters after rejection of the claim.

Organize the information and materials in your case types by creating categories for attachments. When you use a case type rule form to create attachment categories, you can access additional data about a category, such as a property that you can later use to reference attachments by category.

For example, in a Vehicle damage insurance claim case type, you can create an attachment category for photos of vehicle damage that a customer service representative (CSR) needs to examine when reviewing an insurance claim. You can then easily access attachments in this category by referencing a relevant property. To meet your specific business needs, you can also create multiple attachment categories for every case type.

Engage with your stakeholders and communicate goals that you want your case type to achieve by creating specifications. Specifications represent actions that users can perform by using your application so that all parties involved in the development process have a common understanding of the purpose of your application.

For example, for a Hiring a job candidate case type, you can create specifications that describe the following actions:

• HR worker can collect personal information from the candidate
• Job candidate can upload documents
• Hiring manager can accept the candidate